BWS

Buck Wealth Strategies Portfolio holdings

AUM $788M
1-Year Est. Return 12.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.47M
3
+$3.17M
4
JPM icon
JPMorgan Chase
JPM
+$2.98M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.98M

Top Sells

1
+$1.17M
2
+$1.16M
3
+$1.11M
4
UPS icon
United Parcel Service
UPS
+$1.1M
5
TGT icon
Target
TGT
+$1.06M

Sector Composition

1 Technology 9.59%
2 Consumer Staples 7.76%
3 Industrials 6.37%
4 Healthcare 5.1%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$965K 0.15%
6,109
+2,587
77
$954K 0.15%
8,085
-553
78
$949K 0.14%
+20,507
79
$941K 0.14%
+4,623
80
$941K 0.14%
21,047
+4,920
81
$938K 0.14%
38,335
+5,762
82
$878K 0.13%
6,560
+310
83
$847K 0.13%
2,887
-531
84
$817K 0.12%
16,494
+6,562
85
$781K 0.12%
17,496
+5,095
86
$771K 0.12%
9,792
+3,935
87
$725K 0.11%
1,979
+273
88
$699K 0.11%
15,524
+6,770
89
$644K 0.1%
2,027
+121
90
$623K 0.09%
14,923
+6,008
91
$574K 0.09%
6,500
-1,083
92
$569K 0.09%
12,818
+5,008
93
$545K 0.08%
17,340
+4,700
94
$542K 0.08%
13,691
+5,025
95
$530K 0.08%
1,364
-1,733
96
$529K 0.08%
1,794
+66
97
$527K 0.08%
11,964
+4,964
98
$509K 0.08%
13,501
+5,798
99
$503K 0.08%
12,238
+5,090
100
$464K 0.07%
8,853
+4,310
2 3
4
5 6